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Dec 27, 2012
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michael james, chris katerchak and brickland dyer. gentlemen, welcome. michael, 30 seconds. what do you expect tomorrow? >> well, away from the market, i'm hoping there's going to be a cage match between senators mcconnell and reid to try to get us a little closer to some answer for the fiscal cliff. absent that happening, paying close attention to the retail stocks. we remain favorable on a few that had a nice bounce back in the last hour. deckers, michael kors and ab abercrombie & fitch. afterle looked like it was going to test $500 today. had a huge rally in the last hour with the rest of the market. got back to plus on the day. the direction of apple is going to be a major sentiment indicator, not only for the tech tape but for the tape in general. it closed pretty well today. we'll see how tomorrow opens. >> absolutely. chris, what about you? break it down. >> well, tomorrow i'm going to be focused on the vices. the fiscal cliff is weighing heavily and we saw that during the release of the consumer sentiment reading last week. that's why we saw the vices pop above 20 to
michael james, chris katerchak and brickland dyer. gentlemen, welcome. michael, 30 seconds. what do you expect tomorrow? >> well, away from the market, i'm hoping there's going to be a cage match between senators mcconnell and reid to try to get us a little closer to some answer for the fiscal cliff. absent that happening, paying close attention to the retail stocks. we remain favorable on a few that had a nice bounce back in the last hour. deckers, michael kors and ab abercrombie &...
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Dec 27, 2012
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for those of that don't know michael sing an evil man. pet we get fat because of it at christmas time. good to see you. >> you, too. happy new year. >> we can be bought with lemon cake here at cnbc. all right. since when does hillary clinton shy away from the spotlight? since now. it has been days since we were told she is recovering from a concussion and the flu. still no sign of her or any word either. we will look closer at this unusual situation. >>> welcome back to "the kudlow report." massive winter storm. it is blasting the northeast. paul goodloe has the late rest again, this storm means business. again, we are dealing with tornadoes yesterday on christmas day across south. at the same time, dealing with record-setting snow for little rock, over nine inches of snow. now this storm continues to move across the ohio valley and now we are seeing a new low develop out on towards the atlantic and that definitely has plenty in terms of where we will see rain and snow. right now we are still seeing that warmer air bringing that rain righ
for those of that don't know michael sing an evil man. pet we get fat because of it at christmas time. good to see you. >> you, too. happy new year. >> we can be bought with lemon cake here at cnbc. all right. since when does hillary clinton shy away from the spotlight? since now. it has been days since we were told she is recovering from a concussion and the flu. still no sign of her or any word either. we will look closer at this unusual situation. >>> welcome back to...
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Dec 27, 2012
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joining us is michael burns. great to see you. >> melissa, i wish i could see you, but nice to be here. >> your stock has obviously had a massive run. before we delve into what we can expect for 2013, i want to talk about the stock in 2012. up 89% so far this year and i want to bring to your attention, i know you know this note, goldman sachs' initiation of coverage. some of the points, i think really resonate. these are the concerns that investors might have with a stock with such a huge runup this year. yes, the summit acquisition was great. "hunger games" will generate cash flow. the stock is up. it's trading at a 10% premium. and 30% premium to other con glom rates. what do you say to investors? >> well, i saw that report, it was a neutral but it also had an $18 price target, i believe. so, what do i say? i mean, that report is the same thing investors on the street ask all the time, which is, what you have done for us lately? and, the short answer is, we think we're building another franchise. the summit acq
joining us is michael burns. great to see you. >> melissa, i wish i could see you, but nice to be here. >> your stock has obviously had a massive run. before we delve into what we can expect for 2013, i want to talk about the stock in 2012. up 89% so far this year and i want to bring to your attention, i know you know this note, goldman sachs' initiation of coverage. some of the points, i think really resonate. these are the concerns that investors might have with a stock with such...
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Dec 27, 2012
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c'mon, michael! get in the game! [ male announcer ] don't have the hops for hoops with your buddies? lost your appetite for romance? and your mood is on its way down. you might not just be getting older. you might have a treatable condition called low testosterone or low t. millions of men, forty-five or older, may have low t. so talk to your doctor about low t. hey, michael! [ male announcer ] and step out of the shadows. hi! how are you? [ male announcer ] learn more at isitlowt.com. [ laughs ] hey! >>> welcome back. stocks at the low of the daybreaking below 13,000 for the first time december 5th. you see 13,011. where's the leadership? we know there's little demonstrated in d.c. these days. we turn our focus to the stock market and which sectors will stand up and deliver for you in 2013. >> look at the finanicals leading the market lower. about financials, fundamental improvement they have and reserve releases they will continue to see, good expense management in a housing recovery. we talked about housing over a
c'mon, michael! get in the game! [ male announcer ] don't have the hops for hoops with your buddies? lost your appetite for romance? and your mood is on its way down. you might not just be getting older. you might have a treatable condition called low testosterone or low t. millions of men, forty-five or older, may have low t. so talk to your doctor about low t. hey, michael! [ male announcer ] and step out of the shadows. hi! how are you? [ male announcer ] learn more at isitlowt.com. [ laughs...
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Dec 26, 2012
12/12
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michael kors is the standout in luxury. remember they went public about a year ago. that's had a great run, up about 60% this year. but that's the standout in retail. can i also point out that some of the big banks are holding up very well today. there's another new high on bank of america. citigroup is at a 52-week high and soj me of the regional bank also on a high as well. >> time for a cough drop. >> sorry. >> bob pisani battling through. we are also on storm watch today. the deadly system that dumped snow and sleet in the country's midsection, releasing tornadoes around the deep south, that's now moving towards the northeast and it is having a major impact on holiday travelers. with hundreds of flights now canceled. weather channel meteorologist david malkoff has the very latest on the storm's path. >> wow, look at that. we are getting 25, 26, 28 mile an hour wind gusts right here on the northern suburbs of indianapolis, indiana, and it is getting worse as the winds start to push and the snow starts to fall down here. let's talk about the airports around the nat
michael kors is the standout in luxury. remember they went public about a year ago. that's had a great run, up about 60% this year. but that's the standout in retail. can i also point out that some of the big banks are holding up very well today. there's another new high on bank of america. citigroup is at a 52-week high and soj me of the regional bank also on a high as well. >> time for a cough drop. >> sorry. >> bob pisani battling through. we are also on storm watch today....
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Dec 26, 2012
12/12
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michael coeurs is in the news. a lot of negativity on it. yes, a lot of sure. 14 times earnings at this point for that stock that's going unsure growth going forward, i'd rather go elsewhere. i wouldn't rather go to coeurs. i think that's expensive. it's not in china play. no, they have a small percentage of their sales in china and some tourist business here so you can forget about that, but even if it were, china sales are down. >> and i think we're saying the same thing in essence. my belief is, look, they're coming after this consumer discretionary spending. they came after the luxury end. they came after coach. there's not much juice to squeeze out. on the other side of that that gives the potential for coach to rally. >> i'd rather go to nordstrom. i'd rather play the luxury end. >> why nordstrom? >> i'm not counting on coach and coeurs. the high end consumers, there are have i few places for them to go in terms of broad line. >> the high end consumer rolls over altogether both you guys lose? >> absolutely. what i'm saying is that you'
michael coeurs is in the news. a lot of negativity on it. yes, a lot of sure. 14 times earnings at this point for that stock that's going unsure growth going forward, i'd rather go elsewhere. i wouldn't rather go to coeurs. i think that's expensive. it's not in china play. no, they have a small percentage of their sales in china and some tourist business here so you can forget about that, but even if it were, china sales are down. >> and i think we're saying the same thing in essence. my...
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Dec 28, 2012
12/12
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>> taking us through this, chris johnson, director of research for jk investment group and michael kujino who is with permanent portfolio fund. gentlemen, good to see you both. thanks for joining us. chris, it worked out perfectly for a stock like b of a which last year in 2011 was the worst performing dow component and this year it was the best performing dow component, so the dogs of the dow theory worked out that time, didn't it? >> right, he sure did, bill, and i think actually this one is going to be another darling for this year when you look out to 2013. it's interesting. the stocks almost doubled here in 2012 yet the analyst community has only 35% of their rankings in the buy category, so this one is a quiet performer. i think a lot of people were expecting regulatory environments to really play havoc with it towards the end of the year, and i think a lot of political capital will be spent on what's at hand right now obviously with the fiscal cliff, and obviously what we do with 2013, i don't think that you're going to see a lot of regulation questioned, asked during 2013. >> okay
>> taking us through this, chris johnson, director of research for jk investment group and michael kujino who is with permanent portfolio fund. gentlemen, good to see you both. thanks for joining us. chris, it worked out perfectly for a stock like b of a which last year in 2011 was the worst performing dow component and this year it was the best performing dow component, so the dogs of the dow theory worked out that time, didn't it? >> right, he sure did, bill, and i think actually...
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Dec 27, 2012
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c'mon, michael! get in the game! [ male announcer ] don't have the hops for hoops with your buddies? lost your appetite for romance? and your mood is on its way down. you might not just be getting older. you might have a treatable condition called low testosterone or low t. millions of men, forty-five or older, may have low t. so talk to your doctor about low t. hey, michael! [ male announcer ] and step out of the shadows. hi! how are you? [ male announcer ] learn more at isitlowt.com. [ laug hey! [ male announcer ] it's that time of year again. time for citi price rewind. because your daughter really wants that pink castle thing. and you really don't want to pay more than you have to. only citi price rewind automatically searches for the lowest price. and if it finds one, you get refunded the difference. just use your citi card and register your purchase online. have a super sparkly day! ok. [ male announcer ] now all you need is a magic carriage. citi price rewind. start saving at citi.com/pricerewind. >>> rush of
c'mon, michael! get in the game! [ male announcer ] don't have the hops for hoops with your buddies? lost your appetite for romance? and your mood is on its way down. you might not just be getting older. you might have a treatable condition called low testosterone or low t. millions of men, forty-five or older, may have low t. so talk to your doctor about low t. hey, michael! [ male announcer ] and step out of the shadows. hi! how are you? [ male announcer ] learn more at isitlowt.com. [ laug...
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Dec 28, 2012
12/12
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c'mon, michael! get in the game! [ male announcer ] don't have the hops for hoops with your buddies? lost your appetite for romance? and your mood is on its way down. you might not just be getting older. you might have a treatable condition called low testosterone or low t. millions of men, forty-five or older, may have low t. so talk to your doctor about low t. hey, michael! [ male announcer ] and step out of the shadows. hi! how are you? [ male announcer ] learn more at isitlowt.com. [ la ] hey! we've shaved a lot of that off. currently down 38 points. and be prepared for some of this as we get closer and closer to this 3:00 meeting between the president and congressional leaders because the headlines will start flying, are already flying to a large degree today. let's get to the cme group, rick santelli on the santelli exchange. rick? >> thanks, carl. coming into year end one of the big topics of course is housing. and rightly so. it's at the epicenter of what caused the crisis. many believe you're not going to se
c'mon, michael! get in the game! [ male announcer ] don't have the hops for hoops with your buddies? lost your appetite for romance? and your mood is on its way down. you might not just be getting older. you might have a treatable condition called low testosterone or low t. millions of men, forty-five or older, may have low t. so talk to your doctor about low t. hey, michael! [ male announcer ] and step out of the shadows. hi! how are you? [ male announcer ] learn more at isitlowt.com. [ la ]...